Your clients’ books are clean. Help them keep more of what’s in them

Give your accounting and bookkeeping clients access to proactive, year-round tax strategy without the overhead

Partner with Us

Where accounting stops and tax strategy falls short

Your clients are overpaying on taxes

You see their books. You know they’re leaving money on the table. But tax strategy isn’t your scope.

Tax season shouldn’t fall on your plate

Clients expect guidance you weren’t hired to give. Recommending Gelt closes the gap without overextending your team.

There’s no turnkey solution for accounting firms

Most CPAs only show up in April. Your clients need year-round strategy, with a clear way to refer them.

What Your Clients Get

End-to-end tax strategy, built for how your clients operate

Talk to an accountant tax expert

Entity structuring

LLCs, S-corps, and holding companies optimized for their business type and income level

Proactive tax planning

Year-round strategy for income timing, entity decisions, and tax moves before April filing

Deduction optimization

Find deductions they didn’t know existed: QBI, retirement plans, and more

Compliance included

Federal and state filing, estimated taxes, and documentation handled so nothing falls through the cracks

How to partner with Gelt

Connect

We learn about your client base, typical revenue profiles, and the gaps you’re seeing.

Launch

We set up a co-branded referral program with priority onboarding for your clients.

Scale

Gelt handles tax end-to-end. You focus on bookkeeping while clients get elite strategy.

Earn

Get a referral fee for every client who becomes a Gelt member and get referrals from us.

✓ First step done. Next: savings and peace of mind

Oops! Something went wrong while submitting the form.

How a Multi-Location Salon Suite Operator Unlocked $45K+ in Annual Tax Savings Through Real Estate Strategy and Retirement Planning

Rachel Richard's, CPA

Read The Full Case Study

‍

FAQ

Is this only for certain types of clients?

Best fit is business owners with $250K+ in annual profit Schedule C filers, single-member LLCs, and partnerships who haven’t yet made the switch to S-corp.

Do I need to have a large client roster?

No minimums. Start by referring one or two clients and see how it goes.

Will Gelt replace me as their accountant?

Never. Gelt handles tax strategy and compliance. We actively encourage clients to keep working with their accountant — clean books make our job better.

Can’t find your question?

Give your clients tax strategy [without owning it]

Close the gap with a referral model that keeps your scope clean and your clients supported.

✓ First step done. Next: savings and peace of mind

Oops! Something went wrong while submitting the form.